SOXX vs. SMPIX
Compare and contrast key facts about iShares Semiconductor ETF (SOXX) and ProFunds Semiconductor UltraSector Fund (SMPIX).
SOXX is a passively managed fund by iShares that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jul 10, 2001. SMPIX is managed by ProFunds. It was launched on Jun 18, 2000.
Performance
SOXX vs. SMPIX - Performance Comparison
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SOXX vs. SMPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOXX iShares Semiconductor ETF | 12.48% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | 39.79% |
SMPIX ProFunds Semiconductor UltraSector Fund | -5.24% | 56.35% | 81.41% | 155.37% | -54.31% | 80.17% | 60.77% | 77.97% | -17.56% | 42.78% |
Returns By Period
In the year-to-date period, SOXX achieves a 12.48% return, which is significantly higher than SMPIX's -5.24% return. Over the past 10 years, SOXX has underperformed SMPIX with an annualized return of 28.39%, while SMPIX has yielded a comparatively higher 39.30% annualized return.
SOXX
- 1D
- 3.01%
- 1M
- -3.78%
- YTD
- 12.48%
- 6M
- 22.76%
- 1Y
- 80.97%
- 3Y*
- 32.61%
- 5Y*
- 19.19%
- 10Y*
- 28.39%
SMPIX
- 1D
- 8.42%
- 1M
- -8.20%
- YTD
- -5.24%
- 6M
- -0.48%
- 1Y
- 103.55%
- 3Y*
- 64.41%
- 5Y*
- 36.63%
- 10Y*
- 39.30%
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SOXX vs. SMPIX - Expense Ratio Comparison
SOXX has a 0.34% expense ratio, which is lower than SMPIX's 1.49% expense ratio.
Return for Risk
SOXX vs. SMPIX — Risk / Return Rank
SOXX
SMPIX
SOXX vs. SMPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Semiconductor ETF (SOXX) and ProFunds Semiconductor UltraSector Fund (SMPIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SOXX | SMPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 1.82 | +0.21 |
Sortino ratioReturn per unit of downside risk | 2.63 | 2.43 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.33 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 4.44 | 4.56 | -0.12 |
Martin ratioReturn relative to average drawdown | 16.46 | 12.94 | +3.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SOXX | SMPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 1.82 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.11 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.17 | +0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.07 | +0.30 |
Correlation
The correlation between SOXX and SMPIX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SOXX vs. SMPIX - Dividend Comparison
SOXX's dividend yield for the trailing twelve months is around 0.49%, less than SMPIX's 13.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOXX iShares Semiconductor ETF | 0.49% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
SMPIX ProFunds Semiconductor UltraSector Fund | 13.73% | 13.02% | 0.16% | 0.00% | 0.00% | 6.57% | 0.00% | 2.26% | 40.03% | 0.11% | 0.45% | 0.68% |
Drawdowns
SOXX vs. SMPIX - Drawdown Comparison
The maximum SOXX drawdown since its inception was -70.21%, smaller than the maximum SMPIX drawdown of -94.09%. Use the drawdown chart below to compare losses from any high point for SOXX and SMPIX.
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Drawdown Indicators
| SOXX | SMPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -94.09% | +23.88% |
Max Drawdown (1Y)Largest decline over 1 year | -18.27% | -22.78% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -45.75% | -94.09% | +48.34% |
Max Drawdown (10Y)Largest decline over 10 years | -45.75% | -94.09% | +48.34% |
Current DrawdownCurrent decline from peak | -7.95% | -84.58% | +76.63% |
Average DrawdownAverage peak-to-trough decline | -20.10% | -57.42% | +37.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 8.03% | -3.11% |
Volatility
SOXX vs. SMPIX - Volatility Comparison
The current volatility for iShares Semiconductor ETF (SOXX) is 12.83%, while ProFunds Semiconductor UltraSector Fund (SMPIX) has a volatility of 16.71%. This indicates that SOXX experiences smaller price fluctuations and is considered to be less risky than SMPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOXX | SMPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.83% | 16.71% | -3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 26.41% | 36.99% | -10.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.12% | 58.76% | -18.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.48% | 332.54% | -297.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.98% | 237.08% | -204.10% |